STOCK TITAN

California Water (CWT) executive reports sale of 924 shares at $43.34

Filing Impact
(Low)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

California Water Service Group executive Michelle R. Mortensen, who serves as VP, Corporate Secretary and Chief of Staff, reported a sale of company stock. On 12/23/2025, she sold 924 shares of common stock at a price of $43.34 per share in a single transaction. After this sale, she beneficially owns 11,511.8 shares of California Water Service Group common stock in direct ownership.

Positive

  • None.

Negative

  • None.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Mortensen Michelle R

(Last) (First) (Middle)
1720 NORTH FIRST STREET

(Street)
SAN JOSE CA 95112

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
CALIFORNIA WATER SERVICE GROUP [ CWT ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
VP, Corp Sec &Chief of Staff
3. Date of Earliest Transaction (Month/Day/Year)
12/22/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 12/23/2025 S 924(1) D $43.34 11,511.8 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. The sale of 924 shares was executed in a single transaction with the share price of $43.34. The reporting person hereby undertakes to provide upon request to the SEC staff the issuer or security holder of the full issuer information regarding the number shares and price at which the transaction was effected.
Remarks:
Michelle R. Mortensen 12/23/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transaction did California Water Service Group (CWT) report?

The company reported that executive Michelle R. Mortensen sold 924 shares of California Water Service Group common stock on 12/23/2025.

At what price were the CWT shares sold in this Form 4 filing?

The 924 shares of California Water Service Group common stock were sold at a price of $43.34 per share in a single transaction.

How many California Water Service Group (CWT) shares does the insider own after the sale?

Following the reported transaction, Michelle R. Mortensen beneficially owns 11,511.8 shares of California Water Service Group common stock in direct ownership.

What is the role of the reporting person at California Water Service Group (CWT)?

The reporting person, Michelle R. Mortensen, is an officer of California Water Service Group, serving as VP, Corporate Secretary & Chief of Staff.

Was this California Water Service Group (CWT) Form 4 filed by more than one person?

No. The Form 4 indicates it was filed by one reporting person, covering the holdings and transaction of Michelle R. Mortensen only.

Does this CWT Form 4 include any derivative securities transactions?

No. The filing’s Table II for derivative securities does not list any acquired, disposed of, or outstanding derivative securities for this transaction.

California Wtr Svc Group

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2.58B
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Utilities - Regulated Water
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